|
301
|
LPWM LLC
Minneapolis,
Minnesota
|
$5.88M
|
+$180K
|
+2,001
|
+3%
|
|
|
302
|
Regal Investment Advisors
Kentwood,
Michigan
|
$5.87M
|
+$23.2K
|
+258
|
+0.4%
|
|
|
303
|
UMB Bank
Kansas City,
Missouri
|
$5.85M
|
+$3.06M
|
+34,063
|
+106%
|
|
|
304
|
Financial Alternatives
La Jolla,
California
|
$5.83M
|
+$366K
|
+4,069
|
+7%
|
|
|
305
|
Allie Family Office
Miami,
Florida
|
$5.82M
|
+$316K
|
+3,514
|
+6%
|
|
|
306
|
Merit Financial Group
Alpharetta,
Georgia
|
$5.8M
|
-$258K
|
-2,876
|
-4%
|
|
|
307
|
HSBC Holdings
London,
United Kingdom
|
$5.78M
|
-$1.66M
|
-18,482
|
-22%
|
|
|
308
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$5.76M
|
+$931K
|
+10,359
|
+19%
|
|
|
309
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$5.74M
|
+$20.4K
|
+227
|
+0.4%
|
|
|
310
|
PDS Planning
Dublin,
Ohio
|
$5.69M
|
+$242K
|
+2,691
|
+4%
|
|
|
311
|
Hancock Whitney
Gulfport,
Mississippi
|
$5.69M
|
+$380K
|
+4,224
|
+7%
|
|
|
312
|
|
$5.68M
|
+$5.76M
|
+64,143
|
New
|
|
|
313
|
IFG Advisors
St. Louis,
Missouri
|
$5.65M
|
+$542K
|
+6,034
|
+10%
|
|
|
314
|
Neumann Capital Management
Foster City,
California
|
$5.61M
|
-$32.5K
|
-362
|
-0.6%
|
|
|
315
|
TFO Wealth Partners
Maumee,
Ohio
|
$5.59M
|
+$1.26M
|
+13,994
|
+28%
|
|
|
316
|
Fairview Capital Investment Management
Greenbrae,
California
|
$5.57M
|
-$1.06M
|
-11,826
|
-16%
|
|
|
317
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$5.57M
|
+$166K
|
+1,844
|
+3%
|
|
|
318
|
Biltmore Family Office
Charlotte,
North Carolina
|
$5.56M
|
+$1.25M
|
+13,911
|
+28%
|
|
|
319
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$5.53M
|
-$717K
|
-7,974
|
-11%
|
|
|
320
|
Fiduciary Trust
Boston,
Massachusetts
|
$5.52M
|
-$166K
|
-1,845
|
-3%
|
|
|
321
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$5.51M
|
-$16.4M
|
-182,719
|
-75%
|
|
|
322
|
United Financial Planning Group
Hauppauge,
New York
|
$5.49M
|
+$257K
|
+2,862
|
+5%
|
|
|
323
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$5.49M
|
+$247K
|
+2,753
|
+5%
|
|
|
324
|
Idaho Trust Bank
Boise,
Idaho
|
$5.48M
|
-$289K
|
-3,216
|
-5%
|
|
|
325
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$5.41M
|
+$81.4K
|
+906
|
+2%
|
|
